Lead Analyst, Investment Solutions/Portfolio Construction (Finance)

Role Summary
This role provides advanced analytical expertise to deliver tailored competitor insights that help relationship managers generate sales opportunities with intermediary clients. Key focus areas include:

• Delivering competitive analytics and investment strategy training in individual and group settings
• Leading product-specific discussions with sales teams and clients, covering T. Rowe Price and non-T. Rowe Price strategies
• Driving special projects to uncover sales opportunities and scale services
• Supporting and promoting focus strategies and strategic partner opportunities
• Maintaining alignment and deep knowledge of the firm's distribution strategy and tactics

Responsibilities

• Partner with relationship managers to evaluate client needs and deliver tailored competitor and market insights that aligns with their needs.
• Contribute to the development and refinement of tools, methodologies, and intellectual capital. Support the scaling and commercialization of services and ensure clients derive maximum value from these resources.
• Stay current on investment themes, industry research, and market trends. Build networks across the firm and broader industry, leveraging insights to enhance team processes and elevate collective expertise.
• Mentor junior colleagues on portfolio construction and effective use of tools.
• Represent the firm at industry and client events to enhance market visibility.

Qualifications
Required:

• Bachelor's degree or the equivalent combination of education and relevant experience AND
• Minimum 8 years of relevant investment or analytical experience

Preferred:

• CFA or progress toward designation
• Broad investment knowledge across asset classes; manager research experience a plus
• Familiarity with tools like Morningstar, eVestment, or similar analytical tools
• Strong communication skills with the ability to translate data into actionable insights
• Deep understanding of U.S. investment distribution channels and products

FINRA Requirements

FINRA licenses are not required and will not be supported for this role.

Work Flexibility

This role is eligible for hybrid work, with up to two days per week from home.

Base Salary Ranges

Please review the job posting for the location of this specific opportunity.

$104,000.00 - $189,000.00 for the location of: Maryland, Colorado, Washington and remote workers
$104,000.00 - $189,000.00 for the location of: Washington, D.C.
$104,000.00 - $189,000.00 for the location of: New York, California

Placement within the range provided above is based on the individual's relevant experience and skills for the role.  Base salary is only one component of our total compensation package.  Employees may be eligible for a discretionary bonus, which is determined upon company and individual performance.

Commitment to Diversity, Equity, and Inclusion

At T. Rowe Price, our associates are our greatest asset. We thrive because our company culture is built on inclusion and because we sustain a work environment where associates can bring their best selves to work every day. The backgrounds, talents, and experiences of our global associates allow us to embrace new ideas and perspectives that move our business priorities forward and enable us to deliver strong client outcomes. Here, you can expect equal opportunity and fair and consistent treatment for all. 

Benefits

T. Rowe Price is an equal opportunity employer and values diversity of thought, gender, and race. We believe our continued success depends upon the equal treatment of all associates and applicants for employment without discrimination on the basis of race, religion, creed, color, national origin, sex, gender, age, mental or physical disability, marital status, sexual orientation, gender identity or expression, citizenship status, military or veteran status, pregnancy, or any other classification protected by country, federal, state, or local law.